Take charge of your financial well-being.
Grow your wealth and do good.
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Please read through this page and take the survey at the end.
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 Waterside Women |
Traditional wealth management services have failed to serve our needs, so we are creating a community that will.
Are you feeling uncertain about your financial future?
Are you curious about investing but not sure where to to start?
You are not alone. Women are stepping into greater wealth than ever before, yet most do not feel financially secure.
Taking ownership of your finances and learning how to invest can feel overwhelming, intimidating or confusing. It doesn’t have to be.
INVESTERA provides a curated learning experience in a trusted community.
Become a member of our community if you want to shift...
From thoughts like these:
“Investing isn’t for me”
“I don’t know where to start with investing”
“I’m ready to start investing but I feel stuck in taking the next step”
“My partner will take care of the finances”
“I have to be good at math to invest”
“I don’t know who I can trust with my money"
To thoughts like these:
"I am an investor"
I
"I have financial peace of mind"
"I give back to my community"
"I want to be independent and achieve financial freedom"
"I have a plan to build generational wealth"
"I want to invest my money in companies that align with my values...to shape a better future."
Become a member of our community if you want to...
Cultivate healthy money mindsets and habits
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Get stagnant money flowing and working for you
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Learn the lingo to have confidence speaking about investing
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Learn how to invest in a way that aligns with your values
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Develop the ability to better filter investment opportunities
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Get to know the latest technology to manage your investments
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Connect with financial professionals that truly care about you
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Have accountability to action your learnings
What you receive as an INVESTERA member
Supportive Community
Financial Intelligence
Trusted Expertise
Membership Includes:
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Events to build your financial intelligence and interact with vetted financial experts
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Content to suit everyone from the beginner investor to the pro, across diverse asset types from stocks to cryptocurrency
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Fireside chats with financial professionals and inspiring role models
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Online community to interact, learn and network with other members
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Dedicated online Q&A channel to have questions answered by experts
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Online Courses. In development, first offerings will be:
Intro to equities/stock market course
Intro to crypto course
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Newsletter to stay in the know of what’s going on in the financial/ investment world
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Tools and resources for assessing your current financial wellbeing and where you want to be including your values, money mindset, objectives and goals
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Invites to in-person community events in select locations, when situation allows
Join INVESTERA
INVESTERA - LITE
Weekly Newsletter
1 Event/Month
$5/month
Billed quarterly*
Weekly Newsletter
Community Access
Q&A Forum
Events & Recordings
Online Courses
Premium Tools & Resources
Contribution to scholarship fund
INVESTERA - PLUS
$25/month
Billed quarterly*
Or $35/month billed monthly
LITE
A LA CARTE
$50 - $100
Per course
Get access to specific courses for one time purchase.
*Quarterly memberships are billed 3 months in advance. We charge membership fee so that we can serve YOU, and only you. This means we can be independent - we don’t have to resort to clickbait sensationalism or selling data to please advertisers.
No hype. No hidden agendas. Our only agenda is you learning to grow wealth safely & responsibly.
What Women Are Saying
Emily
Entrepreneur
"Finally, a place to feel comfortable to learn about investing in a supported environment! I've been searching for something like this for years."
Ann
Consultant
"I was struggling for a long time to find an advisor who understands my business and could help me get into responsible investing, I found a perfect match through the INVESTERA network."
Elaine
Television Writer
"I am drawn to INVESTERA because I want to learn how to invest my money so I'm better prepared to weather the cycles of income instability in the entertainment industry."
Our big WHY is to disrupt and change the face of investing.
By joining our community, you become a part of the story of creating a world with more diverse, values-driven investors.
Together, we're ushering in a new era of investing.
Learn more about us
Melissa Loh & Joy Souligny, INVESTERA Co-Founders
“Teach her about how money really works, and she can change the world.”
Linda Davis Taylor